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Canada Portfolio Management Agreement

Canadian investment firms, prepare your client contracts with this template Portfolio Management Agreement for Canada.
  • The client retains the investment firm to manage and operate its portfolio for an annual fee which is calculated as a percentage of the value of the portfolio.
  • The investment firm is responsible for investing and managing the portfolio, and guarantees a minimum annual return.
  • Any returns over and above this minimum will be divided between the client and the firm (as an additional management fee).
  • The client agrees to indemnify and hold the firm harmless against claims, liabilities, damages and expenses arising as a result of its performance of its duties under the agreement.
The Canada Portfolio Management Agreement is a MS Word template which is fully editable to meet your business needs.

Download: Canada Portfolio Management Agreement

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Canadian Law Resources: (14-Apr-2018) E.&O.E.

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